Institutional Ownership Invesco Trust For Investment Grade Municipals (VGM)
This table provides information about the institutional ownership of Invesco Trust For Investment Grade Municipals (VGM). We have compiled data on the 129 institutions that hold shares in the stock, with a total of 16.7 Million shares, which have been reported (via 13F filing form) to have a value of $162 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Karpus Management, Inc.
Pittsford, NY |
Aug 14, 2025 Q2 2025 |
1,822,741
shares
|
$17.6 Million
0.71% of portfolio
|
Q2 2025
Reduced 41.29%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Aug 14, 2025 Q2 2025 |
1,643,489
shares
|
$15.9 Million
1.2% of portfolio
|
Q2 2025
Reduced 37.58%
|
|
|
Robinson Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,189,186
shares
|
$11.5 Million
4.89% of portfolio
|
Q2 2025
Reduced 14.87%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,088,357
shares
|
$10.5 Million
0.08% of portfolio
|
Q2 2025
Added 23.66%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
727,956
shares
|
$7.03 Million
0.15% of portfolio
|
Q2 2025
Reduced 63.63%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
723,264
shares
|
$6.99 Million
0.01% of portfolio
|
Q2 2025
Reduced 30.84%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
550,141
shares
|
$5.31 Million
0.0% of portfolio
|
Q2 2025
Added 26.04%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
532,661
shares
|
$5.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
528,708
shares
|
$5.11 Million
0.0% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
511,221
shares
|
$4.94 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
434,009
shares
|
$4.19 Million
0.0% of portfolio
|
Q2 2025
Added 28.13%
|
|
|
Mackay Shields LLC
|
Jul 24, 2025 Q2 2025 |
370,162
shares
|
$3.58 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
361,664
shares
|
$3.49 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
347,826
shares
|
$3.36 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
273,579
shares
|
$2.64 Million
0.0% of portfolio
|
Q2 2025
Added 14.72%
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
271,180
shares
|
$2.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.72%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
239,908
shares
|
$2.32 Million
0.0% of portfolio
|
Q2 2025
Added 23.81%
|
|
|
Greatmark Investment Partners, Inc.
|
Jul 30, 2025 Q2 2025 |
236,250
shares
|
$2.28 Million
0.28% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
234,554
shares
|
$2.27 Million
0.17% of portfolio
|
Q2 2025
Added 33.45%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
204,916
shares
|
$1.98 Million
0.83% of portfolio
|
Q2 2025
Reduced 10.57%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
201,243
shares
|
$1.94 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Melone Private Wealth, LLC
|
Jul 08, 2025 Q2 2025 |
188,061
shares
|
$1.82 Million
0.91% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
182,007
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
174,381
shares
|
$1.68 Million
0.0% of portfolio
|
Q2 2025
Reduced 62.04%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
173,147
shares
|
$1.67 Million
0.55% of portfolio
|
Q2 2025
Added 0.67%
|